5/16/2024 | B. Riley Wealth Advisors Inc. | 7,635 | $251K | 0.0% | N/A | 0.073% | |
5/14/2024 | CreativeOne Wealth LLC | 13,153 | $464K | 0.0% | N/A | 0.126% | |
5/10/2024 | Osaic Holdings Inc. | 1,644,965 | $58.00M | 0.1% | -3.8% | 15.771% | |
5/9/2024 | Orion Portfolio Solutions LLC | 48,371 | $1.71M | 0.0% | -13.9% | 0.464% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,546 | $372K | 0.0% | +4.6% | 0.101% | |
5/7/2024 | WealthPLAN Partners LLC | 19,169 | $676K | 0.1% | N/A | 0.184% | |
|
5/3/2024 | Integrity Financial Corp WA | 2,001 | $71K | 0.0% | +136.8% | 0.019% | |
5/2/2024 | Lincoln National Corp | 81,609 | $2.88M | 0.0% | -3.6% | 0.782% | |
5/1/2024 | Janney Montgomery Scott LLC | 334,650 | $11.80M | 0.0% | -1.7% | 3.209% | |
5/1/2024 | Grant Street Asset Management Inc. | 49,672 | $1.75M | 0.6% | -20.2% | 0.476% | |
4/30/2024 | Private Advisor Group LLC | 73,103 | $2.58M | 0.0% | -0.7% | 0.701% | |
4/30/2024 | Arkadios Wealth Advisors | 93,223 | $3.29M | 0.3% | +2.0% | 0.894% | |
4/29/2024 | Commonwealth Equity Services LLC | 438,552 | $15.46M | 0.0% | +6.5% | 4.137% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 23,194 | $816K | 0.1% | -14.4% | 0.219% | |
4/25/2024 | Capital Investment Advisory Services LLC | 5,683 | $200K | 0.0% | +6,432.2% | 0.054% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 195,123 | $6.88M | 0.0% | +9.5% | 1.841% | |
4/23/2024 | Global Retirement Partners LLC | 126,215 | $4.45M | 0.2% | +0.3% | 1.191% | |
4/22/2024 | Rovin Capital UT ADV | 493,686 | $17.41M | 7.1% | +2.5% | 4.657% | |
4/22/2024 | Outlook Wealth Advisors LLC | 9,831 | $347K | 0.1% | -45.6% | 0.093% | |
4/22/2024 | Echo Wealth Management LLC | 9,113 | $321K | 0.3% | -5.3% | 0.086% | |
4/17/2024 | Foguth Wealth Management LLC. | 22,465 | $792K | 0.4% | N/A | 0.212% | |
4/16/2024 | PFS Partners LLC | 8,502 | $300K | 0.2% | +129.5% | 0.080% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 12,448 | $439K | 0.0% | +37.5% | 0.117% | |
4/12/2024 | Keystone Wealth Services LLC | 13,137 | $463K | 0.2% | +12.9% | 0.120% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 10,026 | $354K | 0.2% | +96.9% | 0.091% | |
4/10/2024 | LexAurum Advisors LLC | 25,049 | $883K | 0.2% | N/A | 0.228% | |
4/10/2024 | Signal Advisors Wealth LLC | 22,465 | $792K | 0.2% | +20.0% | 0.205% | |
3/12/2024 | Rovin Capital UT ADV | 481,561 | $16.39M | 7.4% | -26.9% | 4.386% | |
2/23/2024 | Beacon Financial Group | 255,721 | $8.70M | 1.1% | +1.0% | 2.329% | |
2/12/2024 | StoneX Group Inc. | 15,952 | $543K | 0.1% | -2.6% | 0.145% | |
2/9/2024 | Orion Portfolio Solutions LLC | 56,180 | $1.92M | 0.0% | +237.6% | 0.512% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 178,191 | $6.06M | 0.0% | +41.6% | 1.623% | |
2/9/2024 | InterOcean Capital Group LLC | 34,435 | $1.17M | 0.0% | +4.8% | 0.314% | |
2/8/2024 | First Heartland Consultants Inc. | 41,454 | $1.41M | 0.2% | +10.9% | 0.378% | |
2/8/2024 | Janney Montgomery Scott LLC | 340,364 | $11.58M | 0.0% | +3.3% | 3.100% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,083 | $343K | 0.0% | -7.3% | 0.092% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 12,331 | $420K | 0.0% | -2.7% | 0.112% | |
2/6/2024 | Lincoln National Corp | 84,665 | $2.88M | 0.1% | -2.2% | 0.771% | |
2/6/2024 | Private Advisor Group LLC | 73,609 | $2.51M | 0.0% | N/A | 0.670% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 9,053 | $308K | 0.0% | -13.6% | 0.082% | |
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2/5/2024 | Stonebridge Financial Planning Group LLC | 18,650 | $635K | 0.4% | -22.6% | 0.170% | |
2/5/2024 | Kestra Private Wealth Services LLC | 40,691 | $1.39M | 0.0% | -70.5% | 0.371% | |
2/5/2024 | Silver Oak Securities Incorporated | 12,455 | $424K | 0.1% | +9.6% | 0.113% | |
2/2/2024 | Truist Financial Corp | 341,309 | $11.62M | 0.0% | +3.4% | 3.108% | |
2/1/2024 | Millington Financial Advisors LLC | 6,019 | $205K | 0.2% | N/A | 0.055% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 27,110 | $923K | 0.2% | -28.5% | 0.247% | |
1/30/2024 | Bison Wealth LLC | 15,777 | $537K | 0.1% | +7.4% | 0.144% | |
1/25/2024 | Grant Street Asset Management Inc. | 62,283 | $2.12M | 0.8% | -4.2% | 0.567% | |
1/24/2024 | Arkadios Wealth Advisors | 91,418 | $3.11M | 0.3% | +612.4% | 0.833% | |
1/23/2024 | LVZ Inc. | 5,908 | $201K | 0.0% | N/A | 0.054% | |
1/18/2024 | Global Retirement Partners LLC | 125,840 | $4.31M | 0.2% | +53.1% | 1.146% | |
1/18/2024 | Bouchey Financial Group Ltd | 426,353 | $14.51M | 1.6% | -36.4% | 3.883% | |
1/17/2024 | Keystone Wealth Services LLC | 11,632 | $396K | 0.1% | -27.7% | 0.106% | |
1/17/2024 | Cambridge Advisors Inc. | 39,268 | $1.34M | 0.3% | +27.2% | 0.358% | |
1/12/2024 | Kure Advisory LLC | 73,459 | $2.50M | 1.3% | -2.0% | 0.669% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 9,414 | $322K | 0.1% | -5.8% | 0.086% | |
1/9/2024 | Key Client Fiduciary Advisors LLC | 14,104 | $480K | 0.3% | +4.1% | 0.128% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,845 | $61K | 0.0% | -88.1% | 0.017% | |
11/9/2023 | First Heartland Consultants Inc. | 37,389 | $1.23M | 0.2% | -26.9% | 0.341% | |
11/8/2023 | Janney Montgomery Scott LLC | 329,429 | $10.84M | 0.0% | -17.5% | 3.000% | |
10/13/2023 | Arkadios Wealth Advisors | 12,832 | $422K | 0.0% | N/A | 0.117% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 15,495 | $506K | 0.0% | +12.3% | 0.141% | |
7/26/2023 | First Heartland Consultants Inc. | 51,126 | $1.67M | 0.2% | -61.0% | 0.403% | |
7/26/2023 | Janney Montgomery Scott LLC | 399,177 | $13.03M | 0.0% | -30.8% | 3.143% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 30,501 | $952K | 0.3% | +185.1% | 0.239% | |
5/5/2023 | Silver Oak Securities Incorporated | 17,885 | $558K | 0.1% | +24.6% | 0.140% | |
4/28/2023 | Janney Montgomery Scott LLC | 577,220 | $18.02M | 0.1% | +34.1% | 4.527% | |
4/17/2023 | First Heartland Consultants Inc. | 131,130 | $4.09M | 0.6% | +23.4% | 1.130% | |
2/8/2023 | InterOcean Capital Group LLC | 32,810 | $976K | 0.0% | N/A | 0.000% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 10,700 | $318K | 0.1% | N/A | 0.000% | |
2/2/2023 | Silver Oak Securities Incorporated | 14,353 | $427K | 0.1% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 430,423 | $12.81M | 0.0% | N/A | 0.000% | |
1/13/2023 | AdvisorNet Financial Inc | 1,900 | $57K | 0.0% | -24.0% | 0.000% | |
1/13/2023 | First Heartland Consultants Inc. | 106,234 | $3.16M | 0.5% | N/A | 0.000% | |